.svg)
Legal Department Self-Service & Knowledge Base Software
Enable employees to find answers on their own from a curated knowledge base, or send their request to the right legal expert when further help is needed.
Trusted by leading legal teams, globally
.png)
Streamline Legal Requests & Insights
See how the business uses the self-service portal, including what they look for, how often they use it, and where legal support is still needed.
Measure how many legal requests are resolved without manual input, using guided workflows and self-serve knowledge responses.
Monitor how requests move through your system to spot trends and make improvements: see what’s routed, auto-resolved, or escalated to legal.
Build dashboards that track efficiency, volume, and performance across teams, matter types, and request categories.
Navigating the Challenges of Legal Department Self-Service
As legal teams grow and take on more work, a structured self-service solution becomes a must. Without a centralized self-service platform, legal must deal with frequent interruptions, inconsistent guidance, and a backlog of low-value requests that drain time and resources.
01
Reactive Legal Support Slows the Business
Using emails, chats, or calls to get legal help can slow business down and delay important work. A clear self-service workflow allows legal teams to spend less time reacting and more time on high-priority tasks.
02
Repetitive Requests Drain Legal Bandwidth
Legal teams often answer the same questions about NDAs and policy details over and over again. A scalable self-service system prevents lawyers from wasting time on redundant queries that could be instantly handled with pre-approved answers.
03
No Visibility Into Legal Request Patterns
Legal teams often don’t have a clear view of what the business really needs. Real-time data on request volume, topic trends, and resolution rates makes it easier to optimize workflows and show legal’s value.
Enable Self-Service from Request to Resolution
Capture & Centralize Legal Requests
Use one centralized platform to store all legal service requests from systems like Slack, Teams, Jira, email, and intake forms, creating a single entry point for the business.
Guide & Resolve with No-Code Workflows
Use rules-based workflows to guide users through self-service Q&A, surface approved content, or automatically escalate complex issues to legal when needed.
Integrate Across the Business
Connect legal with the rest of the business by embedding self-service experiences on intranets, CRMs, messaging apps, and anywhere else employees already work.
Track Usage & Team Efficiency
Monitor relevant trends in real-time: how often self-service tools are used, which requests are deflected, where users still need help, and how well the team is performing.
Report on Request Volume & Outcomes
Understand what’s working and where improvements are needed using built-in reporting on request types, response rates, and legal team workload.
Features for control and scalability
Custom Statuses, Fields & Boards
Create matters with custom statuses, fields and boards to keep track of key information for your team.
Linked Inboxes
Connect emails and documents automatically so you can search & retrieve information quickly.
Configurable Views
Track all your legal matters by category, status, priority or in any way you want to work.
Databases
Create, retrieve and update data from a shared data source to use for your digital workflows.
No-Code Process Mapping
Create digital workflows by visually mapping the steps and flow of activities within a specific legal process.
Complex Workflows
Facilitate linear, parallel, and trigger-based workflows that closely emulate your real-life processes.
Customizable Reports
Create your own reports and visualization fit for your team’s unique metrics and fields.
Template Reports
Leverage our ready-to-use legal reports to measure industry standard metrics and implement faster.
Analytics and Trends
Use analytics to see trends into matter volume, status and type to identify seasonality and capacity gaps.
AI-Powered Legal Self-Service Platform
Automated Legal Intake & Guided Responses
Deliver faster, more consistent legal support with AI that can automate intake, surface pre-approved guidance, and route complex queries to legal experts.
Auto-Generate Responses & Route Requests
Use AI powered by an internally sourced knowledge base to generate accurate responses, suggest next steps, escalate issues, and minimize your legal team’s hands-on involvement in repetitive requests.
Smart Categorization & Workflow Routing
Automatically sort requests based on topic, department, or risk level, and ensure each query is either self-served or routed to the appropriate legal owner.
Power Pair: Self-Service & Workflow Automation
Route Legal Requests to Self-Service Tools
Direct employees to legal answers instantly by leveraging built-in workflows that reduce intake bottlenecks and boost efficiency.
Guide Users Through Legal Processes Automatically
Let business users complete legal processes on their own with step-by-step guidance through pre-built workflows for approvals, policy queries, and regulatory tasks.
Automate Legal Operations Across Your Tech Stack
Connect your self-service platform to tools like document automation, e-signature, CRM, and task managers to streamline legal support and eliminate manual steps.
AI Legal Front Door
Create a portal for the business to easily submit requests and access legal services.
Slack Intake
Automate and centralize the intake, triage, and assignment of requests from Slack.
Microsoft Teams Intake
Automate and centralize the intake, triage, and assignment of requests from Teams.
Forms Intake
Use intelligent forms across your preferred channels to capture & organize requests.
Matter Management
Centralize all matters, documents, approvals, & conversations for a single source of truth.
Non-Disclosure Agreement
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Service Agreement (MSA)
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Contract Approvals
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Trademark Clearance
Streamline the submission, review and clearance of trademarks.
Marketing Material Review
Streamline the submission and review of marketing materials.
Stock Clearance Requests
Streamline the submission, review and clearance of stock.
Sales Contracts
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Non-Disclosure Agreement
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Conflict of Interest
Streamline the submission, assessment, and management for conflicts of interest.
Trademark Clearance
Streamline the submission, review and clearance of trademarks.
Gifts & Entertainment
Leverage an AI legal assistant to transform your static gifts and entertainment policies.
Travel Requests
Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.
Legal / Policy FAQ
Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.
.svg)
Gifts & Entertainment
Leverage an AI legal assistant to transform your static gifts and entertainment policies.
Employee Benefits
Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.
Travel Requests
Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.
.svg)
Privacy Policy
Use an AI legal assistant to streamline privacy policy creation and communication.
.svg)
Security Policy
Use an AI legal assistant to streamline security policy creation and communication.
Connect your legal tools with Checkbox as your source of truth
.svg)
.svg)
.svg)
Checkbox is the technology of choice for legal teams
.png)
Balancing capability vs. ease
“We have automated a number of previously manual or error prone tasks quickly using Checkbox where larger, less flexible incumbent systems could not. They hit the right balance between functionality and user friendliness.”
Legal Team Size: 180+ | 20,000+ Employees
.png)
Solving enterprise complexities
“If it works at SAP, it can work anywhere. With Checkbox, we replaced complexity with clarity - automating approvals, enforcing compliance, and saving time every day.”
Legal Team Size: 400+ | 100,000+ Employees
.png)
Deploying AI globally
“The results speak for themselves. We’re now ready to globally deploy AI-powered legal workflows, and we’re already anticipating a major return on investment from our initial pilots”
Legal Team Size: 85+ | 10,000+ Employees
.png)
%201.svg)
Seamless for a large organization
“Checkbox has just been incredibly seamless. That's not easy to achieve when you've got so many moving parts, especially within a large organization where attention and resources are being dragged in every direction.”
Legal Team Size: 65+ | 10,000+ Employees
Frequently Asked Questions
If you have any further questions, Get in touch with our friendly team.
How does Checkbox's legal self-service platform reduce legal team workload?
Checkbox lets employees handle routine legal tasks on their own using guided workflows and knowledge articles, cutting down on repetitive questions and manual work. This frees up the legal team to focus on higher-value matters.
Can we customize the self-service workflows and intake logic to fit our organization?
Yes, everything from workflows to intake logic can be fully customized without code to match your team’s processes.
What types of legal requests can be handled through self-service?
Common requests like NDAs, contract reviews, policy questions, approvals, and FAQs can all be managed through self-service. You can also customize it to handle more specialized processes.
Does this integrate with the tools our employees already use (e.g., Slack, Teams, SharePoint)?
Yes, Checkbox integrates with platforms like Slack, Teams, SharePoint, and email so employees can submit requests without switching tools.
What happens if a request can't be handled by the self-service tool?
Requests that can’t be resolved automatically with the self-service tool are routed to an appropriate and available legal team member based on pre-set rules, so nothing gets missed.
How secure is Checkbox’s legal self-service platform?
Checkbox is built with enterprise-grade security and is fully compliant with standards like GDPR and SOC 2, keeping your data safe and private.